B
CRD: 326528
Brice Financial Advisors INC
Miami, FL, 33137
5615368187
$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-2025
- Office Locations
- 1
Office Locations
2000 N Bayshore DR STE 210 Miami FL
About Brice Financial Advisors INC
Brice Financial Advisors INC is a Miami-based RIA. The firm has been operating for 1 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$2.3M AVG AUM / ADVISOR
$102.2K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Frontier Harbor prime Wave radial
Investment Themes
Insight quantum
Investment Vehicles
North pathway
Services
Radial unison Catalyst momentum Ember Summit
Owner & Executives
A
ALEXANDER BRICE NELSON
Chief Compliance Officer
- CRD
- #6474481
- Ownership
- 75% or more
(897) 922-8941
wave.fusion@crestcapital.com
in linkedin.com/in/peak-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,320,785 | -- |
| Non-Discretionary | $28,999 | -- |
| Total | $2,349,784 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,349,784
Equity - Exchange:
33.8% Equity - OTC:
48.3% Cash:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $759,392,940 | 33.8% |
| Equity - OTC | $1,085,168,019 | 48.3% |
| Cash | $402,163,717 | 17.9% |
| Total | $2,246,724,676 | 100.0% |